Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Inv Global R6 Fd in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHAT IF MEDIA GROUP, LLC WHAT IF MEDIA GROUP, LLC PROFIT SHARING PLAN | FORT LEE NJ | 157 | $15.7M | $1.8M |
| 2 | WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE IL | 331 | $20.6M | $972K |
| 3 | SOUTHPOINT BANK SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN |
BIRMINGHAM AL |
| 128 |
| $13.0M |
| $43K |